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Wealth Consultant with Military Background – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $75000 – 110000 per year

Job date: Sat, 23 Aug 2025 05:18:39 GMT

Job description:

Job Title: Financial Representative

Company: Northwestern Mutual

Location: [Insert Location]

Job Description:

As a Financial Representative at Northwestern Mutual, you will play a crucial role in helping clients achieve their financial goals and secure their financial futures. This position is ideal for individuals who are motivated, self-driven, and eager to build a meaningful career in financial services.

Key Responsibilities:

  • Develop and maintain strong client relationships, providing personalized financial advice and solutions.
  • Assess clients’ financial needs and goals through in-depth discussions to tailor strategies that fit their life stages and aspirations.
  • Educate clients on various financial products, including life insurance, investments, retirement planning, and estate planning.
  • Utilize company resources and tools to create and present financial plans that align with clients’ objectives.
  • Stay updated on industry trends and regulations to ensure compliance and enhance your knowledge base.
  • Participate in training programs to continuously improve your skills and knowledge of financial services.

Qualifications:

  • Bachelor’s Degree (preferred) in Finance, Business Administration, or a related field.
  • Strong interpersonal and communication skills, with the ability to connect with individuals from varied backgrounds.
  • A desire to help others and a commitment to delivering exceptional service.
  • Proficiency in Microsoft Office Suite and comfort with technology.
  • Self-motivated with an entrepreneurial spirit.

What We Offer:

  • Comprehensive training and mentorship programs to support your professional development.
  • Competitive compensation with opportunities for bonuses and commissions.
  • Access to cutting-edge technology and financial planning resources.
  • A collaborative work culture that encourages growth and innovation.

Join Northwestern Mutual and be a part of a team that’s dedicated to empowering individuals and families to achieve financial security and peace of mind. If you are ready to impact lives positively while building a rewarding career, we encourage you to apply today!

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